Collaborate on Invoice Notes and Terms Example for Customer Service with Ease Using airSlate SignNow

Invoice notes and terms example for Customer Service

[Music] it is recommended to create an atom invoice account before creating an invoice if you do not have an account please check out the video create an atom invoice account link in the description below creating an invoice using the atom invoice is easy let me show you how you can create your very first invoice to create an invoice click on the plus button at the bottom center add your business info the app will ask you to enter your business info first if it does not have a previous record of your business info please keep in mind that this is a one-time process once you create your first document with your business info the app will keep a record of it and from the time next it will autofill your business info so enter your business name address email phone website and finally add your business logo to add your business logo click on the placeholder button logo there you will see four different options to add your business logo option one capture it by using the camera for this you must allow the storage permission to access media on your device click ok then allow once you give this permission it will not ask for a second time foreign option 2 uploaded from the gallery and it is the best and most recommended way to do so just need to bring the digital version of your business logo PNG or jpg to your phone's storage then pick it from the gallery option 3 use the business initial Instead This Means the first character of your business name will be used as the logo foreign ly you can use our in-house pre-designed logos feel free to pick the one that you like the most and if you do not want to use a business logo at all click the minus button to remove the logo for now I am going to use one of our in-house pre-designed logos when you are done click on the OK button and yes always you can edit your business info to edit it click on any area of your business info feel free to edit whatever you want then click on the OK button to update it next the bill to our client info to add a client click on the placeholder button add client you see there is no client but once you create clients you will see them listed here and with a single click you can add one of them to your invoice to create a new client click on the plus button at the bottom center the client's name email address mobile phone facts you can take Mark as favorite to add it to the list of your favorite clients optionally you can add the shipping address of the client by tapping on the shipping address placeholder button once you are done with it click on the save button at the top right corner it will save the client and The Client List for future use and add it to your invoice and always you can edit the client info to edit the client click on any area of the bill to feel free to edit the client info whatever you want and finally click on the OK button next review the invoice info the app will fill out the necessary invoice info automatically please review it and edit it when necessary to edit them click on any area of the invoice info feel free to edit them optionally you can enter a purchase order number when you are done click on the OK button next add line items to do so click on the add line item placeholder button you see there is no line item but once you create line items you will see them listed here and you can add one of them to your invoice with a single click to create a new line item click on the plus button at the bottom center the name of the line item description unit price unit if your line item does not require a unit leave it blank quantity category optionally you can keep your line items organized based on categories if the line item is taxable tick the taxable check box I will show you in a minute how you can set the tax rate then hit the save button click the button add line item to add more line items add as many line items as you want by following the same process foreign to edit a line item click on it feel free to make changes to whatever you want when you are done with it hit the OK button and to remove a line item click on it hit the minus button next offer a discount to offer a discount click on the tax discount click on the drop down discount you see there are three different options to offer different discounts on each line item separately select per item and hit the OK button now open a line item and you will see there are two new input fields to offer a discount select whether you want to offer the discount at a flat rate or in a percentage enter the discount amount and hit the button ok now you will see a discount applied to that specific line item in this way you can offer different discounts on each line item separately foreign you also can see a discount total at the bottom if you do not offer a discount then select no discount and hit the button ok you see the discount amount is zero and All Discount amounts are hidden from all line items to offer a discount based on the total amount select discount on the total select a discount type whether it is in percentage or flat amount enter the amount hit the OK button you see the discount has been applied based on the total amount next add text adding tax is similar to offering a discount click on the text tax click on the input drop-down tax you will see there are three similar options like discounts feel free to explore all of them for now I am going to select on total enter the rate when the price of your line items includes the tax take the inclusive box otherwise level it unchecked then okay it you see the tax has been applied based on the total amount next add other charges optionally to add other charges like shipping cost markup Etc click on the text at other charges enter the charge name select whether it is in percentage or flat amount amount when you want to apply a tax on top of this charge check the taxable checkbox otherwise level it unchecked finally hit the OK button in this way you can add as many other charges as you want next add payments when you received upfront or deposit payments from the client add them in the payment section click on the text paid hit the plus button select the payment method in which you got the payment amount and hit the OK button by following the same process add as many payments as you got and finally hit the OK button now you can see the invoice total paid amount and the balance due next add optional signatures click on the signature add your business signature pick the date of the signature click on the client here you have two options add client signature directly or request the client to sign when you choose request the client to sign the client will get an option to sign the invoice in the online version of this invoice something similar to this click on the OK button next add optional payment options click on the payment options you see there are no payment options but once you create payment options you will see them listed here and you could add one of them to your invoice with a single click to create a new payment option click on the plus button at the bottom center click on the type there you will see a bunch of options to add different types of payment options let me show you some of them let's select the clickable Button as the payment type then hit the button image placeholder select the related payment button hit the OK button give a title to the payment button for example pay with PayPal or just PayPal enter the payment link most payment processing companies like PayPal stripe payoneer and others offer payment links if you are unsure where to get the payment link or want to learn more about receiving online payments please check out the video manage payment options and receive online payments Linked In the description below my Paypal payment link looks like this now you can see a preview of the payment button in the online mode your customers can make the payment by simply clicking on the payment button in print or PDF mode they can copy paste or type the payment Link in their web browser and make the payment when you are done hit the save button you see the payment option added to the invoice in this way you can handle your own money by yourself for this you no need to pay an extra fee to us or any other third parties save your money and get paid faster you can add more payment options by following the same process let me show you one more click on add more payment options hit the plus button let's select bank transfer as the payment option type title payment details hit the save button next customer note optionally you can add a customer note or personal note to your invoice feel free to edit the default note when you are done with it hit the OK button next terms and conditions optional you can add the terms and conditions to your invoice feel free to edit the default one when you are done with it hit the OK button next attachments optionally you can add the attachments to your invoice capture photos using the camera or upload documents from the gallery foreign s we have a few more optional options if you are interested reminders optionally you can set auto reminders before and after the due date of your invoice once you set them the system will send reminders to the client's email address automatically at the specific relative Time by following your selection once you are done with it hit the OK button set password optionally you can set a password to make the document password protected enter the password if you do not want to make it password protected level it blanks hit the OK button that's it you have added all the information for your very first invoice now finally hit the save and next button well done your invoice is fully ready to send to the client wait a minute but before doing that let me show a few more tips to make your document more professional in looks and feels click on the customize at the top right corner click on the customize design you see the default invoice preview but you can customize your invoice template table color Banner and Watermark to represent your unique brand and entity let me show you one by one first click on the template from the bottom navigation menu scroll through them and select your preferred template hit the OK button take a while to go through your new invoice preview now click on the table tick the checkbox show line item number to display the line item serial number and the show line item description to display the line item description select your preferable table hit the OK button next click on the color select the color that matches your brand foreign hit the OK button next click on the banner select a top Banner that you prefer then click on the bottom Banner select a bottom Banner that you like foreign hit the OK button next click on the watermark capture it using the camera uploaded from the gallery use the initial letter of your business name or select your preferable Watermark from our in-house pre-designed watermarks hit the OK button all done finally hit the save button congratulations you're fully customized unique and professional looks invoice is ready to send to the client click on the more button now you see there have options to send it by email text link using SMS send PDF by email print or download let's send it to the client by email click Send email make sure the client's email address is 100 correct optionally add CC nbcc feel free to go through the rest of it and edit it when you are done with it hit the send button great the email has been sent to the server queue the server will deliver it to the client shortly hit the OK button congratulations you have created customized and sent your very first invoice successfully now let's turn off the screen and wait a bit once the server delivers the invoice to the client you will be get notified now the client can check out its email box and can view it online by clicking The View invoice button when the client opens the invoice you will get notified then the client can sign the invoice online when the client signs it you will get notified if you add a clickable payment button with a payment Link in your invoice the client can pay online by simply clicking on it you see when the client clicks on it it takes him or her to the right destination and he or she can make online payments there or the client can pay by following the payment instructions for bank transfer check cash and others finally the client can print the invoice and can download it now open the app you see the invoice statuses have been updated ingly that's it I hope you have enjoyed the video please do not forget to check out the video how easy and fast creating the second invoice Linked In the description below thanks for watching [Music] foreign